FAQs

Navigating your loan journey can be difficult and even scary sometimes. But we want to make things as easy as we can.

Here, you’ll find commonly asked questions along with helpful answers and guidance.

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All "which identification documents will i need" Results

  • Government issued ID cards or passports for adults on the return
  • Social Security Card (SSN) or taxpayer identification number (ITIN) letter issued by IRS, for everyone who is expected to be on the return (i.e., taxpayer/spouse and all dependents listed).
  • Birth certificate verifying relationship for any dependent (i.e., child) that you intend to claim. [Note: For dependents that are not your son or daughter (brother, sister, grandchild, niece, nephew, etc., please bring one of the following: (1) marriage certificates that verify your relationship to the child; (2) letter from an authorized adoption agency; (3) letter from the authorized placement agency; or (4) an applicable court document showing dependency.]
  • Proof of address if driver’s license address isn’t current, such as a lease or mortgage statement.
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